{"id":3139,"date":"2019-04-04T21:41:17","date_gmt":"2019-04-05T02:41:17","guid":{"rendered":"https:\/\/www.rixtrema.com\/blog\/?p=3139"},"modified":"2019-07-16T14:05:56","modified_gmt":"2019-07-16T19:05:56","slug":"case-study-eliminate-any-ira-rollover-worries-your-clients-may-have","status":"publish","type":"post","link":"https:\/\/rixtrema.com\/blog\/case-study-eliminate-any-ira-rollover-worries-your-clients-may-have\/","title":{"rendered":"Case Study: Eliminate IRA Rollover Worries for Your Clients"},"content":{"rendered":"<h3><a href=\"https:\/\/www.rixtrema.com\/blog\/wp-content\/uploads\/2019\/04\/MW-HF505_rollov_20190312111833_ZH.jpg\" data-rel=\"lightbox-image-0\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-3140 aligncenter\" src=\"https:\/\/www.rixtrema.com\/blog\/wp-content\/uploads\/2019\/04\/MW-HF505_rollov_20190312111833_ZH.jpg\" alt=\"\" width=\"890\" height=\"501\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/04\/MW-HF505_rollov_20190312111833_ZH.jpg 890w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/04\/MW-HF505_rollov_20190312111833_ZH-300x169.jpg 300w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/04\/MW-HF505_rollov_20190312111833_ZH-768x432.jpg 768w\" sizes=\"auto, (max-width: 890px) 100vw, 890px\" \/><\/a><\/h3>\n<h3><strong><span style=\"color: #000000;\">The Ask<\/span><\/strong><\/h3>\n<p><span style=\"color: #000000;\"><span style=\"font-weight: 400;\">When your client asks &#8220;What do I do with the money in my 401 (k) plan when I change\u00a0<\/span>jobs?&#8221; we can create a hypothetical scenario where a prospect\/client is about to change their employment and this is actually very real for all of us during our employment years. Changing a job can be stressful just by itself let alone when you need to think about all ensuing consequences like managing retirement money and can become unbearable. So, the natural question for anyone would be \u201cWhat do I do with the money in my 401 (k) plan?\u201d.<\/span><\/p>\n<p><a href=\"https:\/\/investingcounterpoint.com\/case-study-eliminate-ira-rollover-worries-for-your-clients\/\" target=\"_blank\" rel=\"noopener\"><span style=\"color: #0000ff;\">READ MORE<\/span><\/a><\/p>\n<p><span style=\"color: #000000;\">Below you can watch a short video about the\u00a0IRAFiduciaryOptimizer.<\/span><\/p>\n<div style=\"padding: 45.73% 0 0 0; position: relative;\"><iframe style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\" src=\"https:\/\/player.vimeo.com\/video\/205262271?title=0&amp;byline=0\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<p>&nbsp;<\/p>\n<p><em><span style=\"color: #000000;\">Be sure to request a complete demo to get a personalized tour with our client success team, get pricing plans and learn about other online tools for financial advisors Larkspur-RiXtrema has to offer:<\/span><\/em><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/rixtrema.net\/irafiduciaryoptimizer\/requestdemo?source=blog\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3141 \" src=\"https:\/\/www.rixtrema.com\/blog\/wp-content\/uploads\/2019\/04\/button-1.png\" alt=\"\" width=\"453\" height=\"52\" srcset=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/04\/button-1.png 418w, https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/04\/button-1-300x34.png 300w\" sizes=\"auto, (max-width: 453px) 100vw, 453px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Ask When your client asks &#8220;What do I do with the money in my 401 (k) plan when I change\u00a0jobs?&#8221; we can create a hypothetical scenario where a prospect\/client is about to change their employment and this is actually very real for all of us during our employment years. Changing a job can be&#8230; <\/p>\n<div class=\"clear\"><\/div>\n<p><a href=\"https:\/\/rixtrema.com\/blog\/case-study-eliminate-any-ira-rollover-worries-your-clients-may-have\/\" class=\"excerpt-read-more newsstand-button\">Read More<\/a><\/p>\n","protected":false},"author":3,"featured_media":3140,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[226],"tags":[],"class_list":["post-3139","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-rollovers"],"jetpack_featured_media_url":"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/04\/MW-HF505_rollov_20190312111833_ZH.jpg","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v15.9.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Case Study: Eliminate IRA Rollover Worries for Your Clients<\/title>\n<link rel=\"canonical\" href=\"https:\/\/rixtrema.com\/blog\/case-study-eliminate-any-ira-rollover-worries-your-clients-may-have\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Case Study: Eliminate IRA Rollover Worries for Your Clients\" \/>\n<meta property=\"og:description\" content=\"The Ask When your client asks &#8220;What do I do with the money in my 401 (k) plan when I change\u00a0jobs?&#8221; we can create a hypothetical scenario where a prospect\/client is about to change their employment and this is actually very real for all of us during our employment years. Changing a job can be... Read More\" \/>\n<meta property=\"og:url\" content=\"https:\/\/rixtrema.com\/blog\/case-study-eliminate-any-ira-rollover-worries-your-clients-may-have\/\" \/>\n<meta property=\"og:site_name\" content=\"RiXtrema.com\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/LarkspurRiXtrema\/\" \/>\n<meta property=\"article:published_time\" content=\"2019-04-05T02:41:17+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-07-16T19:05:56+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/rixtrema.com\/blog\/wp-content\/uploads\/2019\/04\/MW-HF505_rollov_20190312111833_ZH.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"890\" \/>\n\t<meta property=\"og:image:height\" content=\"501\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:site\" content=\"@RiXtrema\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\">\n\t<meta name=\"twitter:data1\" content=\"1 minute\">\n<!-- \/ Yoast SEO Premium plugin. -->","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/3139","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/comments?post=3139"}],"version-history":[{"count":5,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/3139\/revisions"}],"predecessor-version":[{"id":3344,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/posts\/3139\/revisions\/3344"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media\/3140"}],"wp:attachment":[{"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/media?parent=3139"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/categories?post=3139"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rixtrema.com\/blog\/wp-json\/wp\/v2\/tags?post=3139"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}